Circle of Wealth® Pricing Plans

Sign up today and start helping your clients see how your recommendations match their needs.

Join thousands of other financial advisors who are using our tools and training system.

Monthly

$ 119 USD
  • + $500 One-Time Start Up Fee
Get Started $619

Yearly

$ 1,199 USD
  • + $500 One-Time Start Up Fee
Get Started $1,699
Saves $229

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Want to test drive the tools for 14 days? Start a free trial

Returning Member? We’d love to have you back! Restart your subscription

Are you a Team of 5 or more advisors?

Learn about our Team & Enterprise subscription plans >

Every Plan Includes:

Software Features

  • Unlimited Contacts, Case Files, Reports
  • Personalized Branding Options
  • Client Communication Profile Portal
  • Custom Presentation Builder
  • Contact Activity Tracker
  • Illustation Import Capabilities
  • USA and Canada Compatible
  • Software and Browser Versions
  • Windows, macOS, IOS, & Android

Presentation Modules

  • Personal Economic Model
  • 3 Types of Money
  • Impact of Taxes
  • Market History
  • Private Reserve Strategy
  • Mortgage Planning
  • Income Game
  • History of Inflation
  • 10 Minute Lesson on Life Insurance
  • Allocation Mix
  • Annuity Overview
  • Reverse Mortgages
  • Estate Planning

Financial Calulators

  • Retirement Ready or Not
  • Spending Game
  • Account Comparison
  • Social Security
  • Sequence of Returns
  • Opportunity Cost
  • Life Expectancy
  • Wealth & Income Potential
  • Life Insurance Needs Analysis
  • True Cost of Financing

Resources

  • 10 Step Client Process Guide
  • Done For You Marketing Videos
  • Presentation Scripts
  • Door Opener Conversation Starters
  • 4 Questions Flyer
  • Sample Document Library

Training & Support

  • Weekly Basic Training Webinars
  • On-Demand Tutorials
  • Roundtable & Case Study Webinars
  • Phone and Email Support
  • Dedicated In-House Support Team

Common Questions

Circle of Wealth® is licensed to individual “producers” and each “producer” using our system must have their own subscription. For teams of 5+, we do offer group plans (details).
The software runs on Window, macOS, iOS, Android, the Internet and most mobile operating systems with data synced via our cloud server.
We offer $119 Monthly and $1,199 Annual plans — new subscriptions have a one-time $500 startup cost.

Yes, simply contact our support team to request a cancellation. If you are within the first 30 days of your initial purchase, we will issue a full refund. After 30 days there are no refunds.

Yes, if you pay annually the cost is discounted $229 per year.  
No, a credit card is not required to start a free trial.

Contact us by phone at 321-369-9470, email at [email protected], or through our online contact form.
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